Cloudflare, Inc.
NET- Exchange
- NYSE
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001477333
In the last 90 days, Cloudflare, Inc. insiders filed 0 open-market purchases and 23 sales; 1,228 institutions reported holding it in 13F filings for Q2 2026, worth $69.8B in total; superinvestors ARK Invest and Soros Fund Management hold it.
13F holders, Q4 2024
Institutional positions in Cloudflare, Inc. as of Dec 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 772
- +104 vs. Q3 2024
- Shares held
- 263.8M
- +8.25M (+3.2%) vs. Q3 2024
- Total value
- $28.4B
- +$7.73B (+37.4%) vs. Q3 2024
- New holders
- 167
- 254 more added
- Sold out
- 63
- 241 more reduced
12 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting NET on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,228 | $69.8B |
| Q1 2026 | 1,139 | $57.1B |
| Q4 2025 | 1,091 | $54.8B |
| Q3 2025 | 1,039 | $59.1B |
| Q2 2025 | 947 | $54.3B |
| Q1 2025 | 872 | $29.8B |
| Q4 2024 | 772 | $28.4B |
| Q3 2024 | 680 | $20.7B |
| Q2 2024 | 652 | $21.1B |
| Q1 2024 | 709 | $24.2B |
| Q4 2023 | 678 | $20.7B |
| Q3 2023 | 573 | $15.8B |
| Q2 2023 | 560 | $16.0B |
| Q1 2023 | 572 | $15.1B |
| Q4 2022 | 550 | $10.9B |
| Q3 2022 | 563 | $12.9B |
| Q2 2022 | 550 | $10.3B |
| Q1 2022 | 641 | $28.0B |
| Q4 2021 | 681 | $29.8B |
| Q3 2021 | 620 | $24.6B |
| Q2 2021 | 537 | $22.6B |
| Q1 2021 | 507 | $13.7B |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Cloudflare, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 22,000 | $2.37M | 1.37% | −2,000−8.3% | Reduced |
| Janus Henderson Group PLC | 22,031 | $2.37M | 0.00% | +475+2.2% | Added |
| Groupama Asset Managment | – | $2.40M | 0.05% | – | New |
| Gulf International Bank (UK) Ltd | 22,605 | $2.43M | 0.06% | −224−1.0% | Reduced |
| BCJ Capital Management, LLC | 23,123 | $2.49M | 0.19% | −57,385−71.3% | Reduced |
| Daiwa Securities Group Inc. | 23,552 | $2.54M | 0.01% | +800+3.5% | Added |
| Jane Street Group, LLC | 23,617 | $2.54M | 0.00% | −71,323−75.1% | Reduced |
| Deane Retirement Strategies, Inc. | 23,623 | $2.54M | 1.28% | +23,623 | New |
| TrueMark Investments, LLC | 23,637 | $2.55M | 0.81% | −1,948−7.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 23,179 | $2.56M | 0.01% | −1,921−7.7% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 23,960 | $2.58M | 0.04% | 00.0% | Unchanged |
| Tredje AP-fonden | 23,961 | $2.58M | 0.02% | −23,960−50.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 23,992 | $2.58M | 0.02% | +3,411+16.6% | Added |
| Prescott Group Capital Management, L.L.C. | 24,000 | $2.58M | 0.35% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 24,040 | $2.59M | 0.01% | +2,053+9.3% | Added |
| Allianz Asset Management GmbH | 24,412 | $2.63M | 0.00% | −3,426−12.3% | Reduced |
| Kestra Advisory Services, LLC | 24,433 | $2.63M | 0.01% | +1,586+6.9% | Added |
| Castle Rock Wealth Management, LLC | 15,474 | $2.65M | 0.63% | −5,991−27.9% | Reduced |
| Clear Harbor Asset Management, LLC | 24,717 | $2.66M | 0.21% | −265−1.1% | Reduced |
| Elo Mutual Pension Insurance Co | 26,023 | $2.80M | 0.06% | −721−2.7% | Reduced |
| Wealthfront Advisers LLC | 26,439 | $2.85M | 0.01% | +2,049+8.4% | Added |
| Pathstone Holdings, LLC | 26,763 | $2.88M | 0.01% | +2,662+11.0% | Added |
| Swedbank AB | 27,043 | $2.91M | 0.00% | +8,102+42.8% | Added |
| SWS Partners | 27,515 | $2.96M | 0.90% | −1,942−6.6% | Reduced |
| Mercer Global Advisors Inc | 27,565 | $2.97M | 0.01% | −2,827−9.3% | Reduced |
| Vident Advisory, LLC | 27,591 | $2.97M | 0.05% | +8,239+42.6% | Added |
| Capital Group Investment Management Pte. Ltd. | 27,758 | $2.99M | 0.57% | +496+1.8% | Added |
| Jasper Ridge Partners, L.P. | 27,835 | $3.00M | 0.09% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 28,015 | $3.02M | 0.03% | +73+0.3% | Added |
| Ethic Inc. | 28,117 | $3.03M | 0.06% | +5,068+22.0% | Added |
| Independent Advisor Alliance | 28,292 | $3.05M | 0.04% | +130+0.5% | Added |
| Sepio Capital, LP | 28,356 | $3.05M | 0.24% | +1,140+4.2% | Added |
| Bearing Point Capital, LLC | 28,556 | $3.07M | 0.64% | +28,556 | New |
| EFG Asset Management (Americas) Corp. | 28,757 | $3.10M | 0.60% | +1,553+5.7% | Added |
| Lountzis Asset Management, LLC | 28,992 | $3.12M | 1.32% | −671−2.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 29,204 | $3.14M | 0.02% | −8,644−22.8% | Reduced |
| Interval Partners, LP | 30,581 | $3.29M | 0.08% | +30,581 | New |
| Wealth Enhancement Advisory Services, LLC | 30,652 | $3.30M | 0.01% | +5,638+22.5% | Added |
| MML Investors Services, LLC | 30,658 | $3.30M | 0.01% | +2,186+7.7% | Added |
| Assetmark, Inc | 30,719 | $3.31M | 0.01% | +30,511+14,668.8% | Added |
| Public Employees Retirement Association of Colorado | 30,755 | $3.31M | 0.01% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 30,997 | $3.34M | 0.38% | −20,602−39.9% | Reduced |
| Ci Investments Inc. | 31,337 | $3.37M | 0.01% | +7,613+32.1% | Added |
| Executive Wealth Management, LLC | 31,335 | $3.37M | 0.26% | −2,357−7.0% | Reduced |
| Soltis Investment Advisors LLC | 31,576 | $3.40M | 0.31% | +145+0.5% | Added |
| Consolidated Press International Holdings Ltd | 31,730 | $3.42M | 0.51% | −661−2.0% | Reduced |
| Y.D. More Investments Ltd | 32,021 | $3.45M | 0.31% | −437−1.3% | Reduced |
| Janney Montgomery Scott LLC | 32,153 | $3.46M | 0.01% | +5,130+19.0% | Added |
| EFG Asset Management (North America) Corp. | 32,706 | $3.52M | 0.48% | +1,052+3.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 32,975 | $3.55M | 0.01% | +3,837+13.2% | Added |
| Fifth Third Wealth Advisors LLC | 33,091 | $3.56M | 0.19% | 00.0% | Unchanged |
| Creative Planning | 33,697 | $3.63M | 0.00% | +2,178+6.9% | Added |
| Van Eck Associates Corp | 33,972 | $3.66M | 0.00% | −29,210−46.2% | Reduced |
| JustInvest LLC | 34,252 | $3.69M | 0.06% | +2,000+6.2% | Added |
| Norden Group LLC | 34,423 | $3.71M | 0.42% | −4,949−12.6% | Reduced |
| Taylor Frigon Capital Management LLC | 35,441 | $3.82M | 1.93% | −7,280−17.0% | Reduced |
| Readystate Asset Management LP | 35,679 | $3.84M | 0.16% | −79,321−69.0% | Reduced |
| US Bancorp | 35,828 | $3.86M | 0.01% | +908+2.6% | Added |
| Private Advisory Group LLC | 36,346 | $3.91M | 0.44% | +2,465+7.3% | Added |
| TownSquare Capital, LLC | 36,802 | $3.96M | 0.04% | −5,118−12.2% | Reduced |
| Nissay Asset Management Corp | 36,377 | $4.02M | 0.02% | +551+1.5% | Added |
| Robeco Schweiz AG | 38,000 | $4.09M | 0.09% | 00.0% | Unchanged |
| Fieldview Capital Management, LLC | 38,492 | $4.14M | 0.64% | +38,492 | New |
| Nomura Holdings Inc | 39,493 | $4.25M | 0.02% | −50,184−56.0% | Reduced |
| Quantinno Capital Management LP | 39,575 | $4.26M | 0.04% | +9,482+31.5% | Added |
| Toronto Dominion Bank | 39,763 | $4.28M | 0.01% | +2,605+7.0% | Added |
| Nordea Investment Management AB | 39,776 | $4.31M | 0.00% | +261+0.7% | Added |
| Alight Capital Management LP | 40,000 | $4.31M | 1.45% | +40,000 | New |
| Walleye Capital LLC | 40,490 | $4.36M | 0.04% | −87,058−68.3% | Reduced |
| KBC Group NV | 40,655 | $4.38M | 0.01% | +3,418+9.2% | Added |
| Evercore Wealth Management, LLC | 41,500 | $4.47M | 0.07% | 00.0% | Unchanged |
| Nia Impact Advisors, LLC | 41,911 | $4.51M | 1.47% | +2,916+7.5% | Added |
| AIA Group Ltd | 42,954 | $4.63M | 0.11% | +10,075+30.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 43,607 | $4.70M | 0.05% | +43,607 | New |
| Oak Ridge Investments LLC | 45,627 | $4.91M | 0.39% | +45,627 | New |
| Ambassador Advisors, LLC | 45,762 | $4.93M | 0.84% | +950+2.1% | Added |
| Stifel Financial Corp | 47,050 | $5.07M | 0.01% | +11,011+30.6% | Added |
| Lyell Wealth Management, LP | 47,558 | $5.12M | 0.46% | +7,291+18.1% | Added |
| Captrust Financial Advisors | 48,228 | $5.19M | 0.01% | +8,401+21.1% | Added |
| CIBC World Markets Inc. | 48,330 | $5.20M | 0.01% | +11,897+32.7% | Added |
| QRG Capital Management, Inc. | 48,381 | $5.21M | 0.05% | −576−1.2% | Reduced |
| Utah Retirement Systems | 49,562 | $5.34M | 0.06% | 00.0% | Unchanged |
| Strategic Planning Group, LLC | 49,641 | $5.35M | 0.98% | +907+1.9% | Added |
| Proem Advisors LLC | 50,000 | $5.38M | 2.46% | +50,000 | New |
| DnB Asset Management AS | 51,393 | $5.53M | 0.02% | +3,824+8.0% | Added |
| Vestor Capital, LLC | 52,033 | $5.60M | 0.43% | +52,033 | New |
| Employees Retirement System of Texas | 52,087 | $5.61M | 0.05% | +6,381+14.0% | Added |
| Rockefeller Capital Management L.P. | 52,371 | $5.64M | 0.01% | −2,798−5.1% | Reduced |
| Archon Partners LLC | 53,000 | $5.71M | 0.66% | +53,000 | New |
| Slow Capital, Inc. | 53,389 | $5.75M | 0.81% | +787+1.5% | Added |
| USS Investment Management Ltd | 54,221 | $5.84M | 0.04% | −6,209−10.3% | Reduced |
| Davy Global Fund Management Ltd | 54,769 | $5.90M | 0.70% | −23,976−30.4% | Reduced |
| IFM Investors Pty Ltd | 55,247 | $5.95M | 0.06% | −4,934−8.2% | Reduced |
| Xponance, Inc. | 55,406 | $5.97M | 0.05% | +3,210+6.1% | Added |
| DekaBank Deutsche Girozentrale | 55,984 | $6.10M | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 57,937 | $6.24M | 0.01% | +10,729+22.7% | Added |
| British Columbia Investment Management Corp | 58,274 | $6.27M | 0.04% | +8,029+16.0% | Added |
| Group One Trading, L.P. | 59,596 | $6.42M | 0.22% | +7,723+14.9% | Added |
| Privium Fund Management B.V. | 60,000 | $6.46M | 1.46% | 00.0% | Unchanged |
| Woodline Partners LP | 61,646 | $6.64M | 0.04% | +61,646 | New |